Scancell Share Discussion Threads

[the real lozan] 29/8/2018 12:08

3 years / 6 years...Grand Challenge...£1 a share/ £6 a share/£8+ a share... This company/ That company gets 'mega-bucks deals' = We are next
Makes NO difference
There has been NO deal for SCLP
trHYPERS reason, this is because BIG PHARMA / BIG MONEY is not yet aware of what SCLP has to offer.
...
It simply shows how NAIVE the trHYPERS and swallowers thereof are, if *WE ALL* are expected to believe, as they CLAIM, that BIG PHARMA / BIG MONEY = "is not yet aware of what SCLP has to offer."
....
BIG PHARMA / BIG MONEY = "is WELL AWARE of what SCLP has to offer."
It is NAIVE in the EXTREME to think BIG PHARMA / BIG MONEY = Are NOT aware.
BIG PHARMAS / BIG MONEY = Knows EXACTLY what they are doing.
...
'Tis the NAIVE the trHYPERS and swallowers.... Who DON'T

[wigwammer] 29/8/2018 11:45

I agree SCLP need to kiss a decent frog! My point is that BioNtech looks more like a prince each week. Grand challenge, TCR, largely funded to scib and modi results, depressed valuation, plenty of cynicism. Sounds good :)

[tosh123] 29/8/2018 11:32

Wig,
i cant argue with the fact that things look positive in this space, hence why im invested, but its all about kissing the right frog.
From my prospective, and IMHO, we wasted ( commercially ) many years dithering around and not having a clear road map of what we wanted( other than from the scientific prospective ).
Lets just hope that we are successful in the Grand Challenge because if we're not, then the whole ball game changes again.

My point has always been that we have massive potential. Unfortunately our previous BOD members somewhat lost their way, hopefully, the newbies will do a better job.

[wigwammer] 29/8/2018 11:17

Gazza - 2012 is correct, many thanks. Scancell was formed in 1997, affimed in 2000. So to repeat the point - a commercial deal for both companies has been a long time coming. Tosh - there must have been some reason it took 18 years for affimed to get a deal, but with due respect, I doubt too many holders care what those reasons are this morning. It clearly came as a surprise or the shares wouldn't be up 240%. Contrary to what I remember reading here during the 12p offer, the affimed placing price at $2 evidently signalled little about the commercial value of the assets. Within the space of a few months, the shares have risen to $5.50. Things look positive in this space - large caps interested and paying big sums. The great news for sclp this year is that biontech keeps signing lucrative deals with big pharma - they are a serious company with ambition and evidently interested in what sclp have.

[gazza] 29/8/2018 11:01

thanks son.

[bermudashorts] 29/8/2018 10:48

I'm not sure you can make too many comparisons to Scancell with the Affimed deal (either postitive or negative). Firstly, Affimed have been concentrating on blood cancers and the deal with Genentech was to develop NK cell therapies. Scancell aren't operating in either of those fields. Also, even though by Biotech. standards Affimed are considered small, they're still bigger and more mature (in terms of infrastructure and funding) than Scancell.

The takeaway messages for SCLP holders from this deal are

1) Genentech were prepared to make an upfront payment almost equal to Affimed's entire market cap and this was just to license one platform for one type of therapy (NK)
2) As you would expect with early stage tech. the deal is heavily back end loaded with (generous) milestones and royalties.
3) The deal was clearly driven by a combination of the quality of the science from Affimed but also the fit with Genetech's expertise and strategy - you need both!
4)Affimed's share price has rocketed from around $1.60 to $5.50 in the space of 2 or 3 days
5) Even though Affimed had previous collaborations with Merck and MD Anderson, the market was wanting to see a big commercial deal and the result is a sea change in sentiment and LTH's have been rewarded with a massive re-rate.


All just IMO of course

[the real lozan] 29/8/2018 09:54

AND - You're always welcomed here....Daddy
0 / -

[gazza] 29/8/2018 09:48

Wiggy, a small correction to your post..

Moditope was announced via RNS in August 2012. I remember it well as I was visiting my son in France at the time having maded my first investment in SCLP in the July.

[the real lozan] 29/8/2018 09:44

Just been 'blessed' by the 'visit' of 30+ colourful Bee-eaters landed in one of our Fig trees and taking turns to take a 'Fly-past display' 10ft away from the window at which I am sat.
The REAL world is much more rewarding

[gooosed] 29/8/2018 09:40

tosh123 - re your 17292 . . . not at all sure anyone could tell you definitively why it's not Scancell but I'm sure that the ability to produce data of the quality that's been seen from the SCIB1 PhaseI/II helps.

I suspect some holders of Scancell recognize that there was a deal a couple of years ago that perhaps fell at the final hurdle or maybe a stage before that. So I would say that (imho) would qualify as a 'nibble'.

[tosh123] 29/8/2018 09:33

Wig,
with all due respect, you know as well as i do that any raising is priced to reflect the current market value, eg what ever someone is willing to pay = current value... Normally with a discount applied.
Commercial value can only really be determined, once the product is commercial, and it is that very prospect / potential, that anyone investing in a cash raise, is gambling on, eg ;- the product becoming commercial !
This is where the brick laying, copy and paste idiot makes his fundamental mistake, he is already attempting to price in the commercial element, as, to use his words, " the future trials will not fail ", which is absolute rubbish... ( The problem is that he's so far under water having bought shares at prices which are multiples of todays, he has to try and justify his massive errors in judgement somehow, otherwise his Ego would have to admit that it was wrong, hence the £1 tomorrow, and £8 any day now hogwash ).

The Affimed deal is only one of many in an arena that is full of small bio's all striving to hit the market first.
To assume that no one else will get to market before Scancell is both dangerous and ridiculous.

I am invested here , in the hope that what we have, will firstly get through the trials, and secondly, that it is then commercial.... ( or, that like Affimed, we manage to get a deal done ).
Theres a long way to go though.

[wigwammer] 29/8/2018 09:02

Affimed raised money at $2 in Feb. Now $5.5 ie the raising price is not indicative of commercial value

[wigwammer] 29/8/2018 08:47

Moditope was only RNS'd in 2013. I'm sure Scancell and Affimed share a general vision - get products through clinic

[tosh123] 29/8/2018 08:40

Wig,
normally i would agree with you, however, in stark contrast to SCLP, shares in Affimed only started trading 4 years ago, and if you look at their website, you will notice a clear and focused corporate vision.

[drdobson1] 29/8/2018 08:28

Yes Affimed share price more than DOUBLED on news so there is always Hope.
The RunCOrN Rozzer claims great posts baNANA.
It is all cut and paste the idiot dies NOT understand any of it.
Should really stick to building Wendy houses as he clearly is only a figure of Fun in the world of Healthcare Professionaks

[gazza] 29/8/2018 08:28

Some of bought 6 years ago!

[wigwammer] 29/8/2018 07:59

The shareholders of affimed may have thought the same two days ago. Now they don't. Looking at the long term chart, affimed shareholders will have experienced similar frustration. Some will have sold in the weeks before this announcement, some will have bought.

[tosh123] 29/8/2018 07:47

Great find Goosed.
As predicted though, our resident brick laying professor claimed it as his own, quelle surprise !
Furthermore, he qualifies it with ;- " Scancell is so cheap when you compare ", which merely goes to reinforce my earlier posts that questioned why it wasn't Scancell ?

We have to be missing something.
Theres has to be a reason why other deals continue to happen in and around us, but no nibbles for Scancell.

I dont buy the " nobody knows about us " nonsense.

[bermudashorts] 28/8/2018 21:24

Yes - good spot goosed, thanks for posting

[drdobson1] 28/8/2018 21:17

Build that Cave I can foresee the future.
No sooner had I predicted in my 17289 that baNANA would claim the discovery posted by Goosey as his own and an hour later PLUM posts on MFFF

He found it on twitter

hxxps://theconversation.com/cracking-the-sugar-code-why-the-glycome-is-the-next-big-thing-in-health-and-medicine-97750?utm_source=twitter&utm_medium=twitterbutton

He is as easy to read as a Penny Book as my Ma used to say

[drdobson1] 28/8/2018 20:49

Nice find Goosey.Well I hope they name it SOOOON OR the SUPER Professor will call it
IN glycANACO and Claim itvas hisvown.
We know how fond he is of stealing other peoples expert knowledge and claiming it as his own.

[drdobson1] 28/8/2018 18:18

Tosh.Nice that you readily admitted your misunderstanding but easily done with the Cut and Paste Super Professor.
Again an example which The Plumdog Millionaire( like that from GaZZA) would never admit to.
PS was not the knaresborough soothsayer who could see into the future not a hermit who lived in a cave.baNANA could build himself a SUBterranean cave to reside in being so underwater.
ATB Tosh